Conversations

Conversations 1 - 20 of 32
Photo of Angela Domenichelli
Add users to Activities with keyboard
When creating performance coaching agendas or logging emails and adding external users in the timeline activity it's rather tedious to ad...
  • 2 me toos
  • 1 reply
  • Idea
  • Planned
Photo of Christopher Sanderson
Admin Office Hours - 8/16/18
This thread is for the Admin Office Hours session for Thursday August 16, 2018.  Submit your questions to this thread and we'll address t...
  • 2 me toos
  • 4 replies
  • Article
Photo of Evan Luberda
Admin Office Hours - 7/19/18
OFFICE HOURS THIS WEEK WILL BE ONE HOUR EARLIER THAN NORMAL This thread is for the Admin Office Hours session for Thursday July 19th,  2...
  • 1 me too
  • 4 replies
  • Article
  • Archived
Photo of Samantha Braastad
Provide an "Include data from all children" option at the relationship level.
We recently deployed relationships to our CSM's and are very pleased with the more focused view on their customers. The one 'gap' that' w...
  • 2 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Angela Domenichelli
Account hierarchy and Scorecard
As a CSM, I need to see the scorecard roll up to the ultimate parent so I can understand the overall health of my client.
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Angela Domenichelli
c360 recent accounts
As a CSM I need to see the most recently accessed accounts when I open my c360 so I can resume work quickly after re-launching my browser.
  • 4 me toos
  • 8 replies
  • Idea
Photo of Angela Domenichelli
Email assist available in all CTAs
As a CSM, I need to create email communication from any CTA without creating a new blank playbook CTA so I can effectively communicate wi...
  • 7 me toos
  • 8 replies
  • Idea
Photo of Angela Domenichelli
Salesforce Lightning for Outlook Integration
Currently our CSMs can create email activities in Salesforce using Lightning for Outlook, or BCC'ing an email address.  This functionalit...
  • 27 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
Automatically enable Sally
As a Gainsight admin, I need seamless integration with Gainsight users and Sally Slack so I have an effective and efficient onboarding ex...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
CTA Playbook drop-down location
Please move the drop-down to add a playbook to a manually created CTA so it is directly below Owner.  When a playbook is selected, severa...
  • 1 me too
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Cockpit due date group by - more options needed
As a CSM I need to group my CTAs in my cockpit by due date with more timeframes available so I can clearly see what needs to completed by...
  • 1 me too
  • 1 reply
  • Idea
Photo of Seth
In Timeline, add external contacts who don't exist as Contacts
Our CSMs can never be quite sure when someone's going to end up on a customer phone call who they've never spoken with before. If that pe...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
Time zone conversion
As a CSM I need to log activities and emails according to my client's time zone so I can reference the time in a meaningful way to my cli...
  • 1 me too
  • 1 reply
  • Idea
Photo of Angela Domenichelli
Save dashboard filters
User story: As a CSM Manager, I need to display dashboard reports for each of my direct reports individually so I can see their book of b...
  • 1 me too
  • 3 replies
  • Idea
Photo of Angela Domenichelli
Workflow recommendations for Customer Escalations
What workflow(s) does your company have in place for when a client escalates to the CSM's Manager?  We are re-imagining the process in Ga...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Evan Luberda
Admin Office Hours - 5/31/18
This thread is for the Admin Office Hours session for Thursday May 31st,  2018.  Submit your questions to this thread and we'll address t...
  • 1 me too
  • 2 replies
  • Article
  • Archived
Photo of Angela Domenichelli
Global Times Filter by CSM
User stories:  As a CSM I need to filter global timeline activities by the Customer Success Manager to see activities for accounts in a ...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Evan Luberda
Admin Office Hours - May 17th, 2018
This thread is for the Admin Office Hours session for Thursday May 17th,  2018.  Submit your questions to this thread and we'll address t...
  • 1 me too
  • 2 replies
  • Article
  • Archived
Photo of Cameron Wright
Email assist parent/child account contact association
I have a customer that uses a child/parent relationships and CTA's could open for either or, but the contact from either side does not pu...
  • 5 me toos
  • 6 replies
  • Idea
Photo of Angela Domenichelli
Search tasks and CTA comments
As a CSM I need to search all my notes so I can reference prior client communications while talking to a client. Current situation:  Task...
  • 1 me too
  • 3 replies
  • Idea